Stock Markets March 9, 2026

Relmada Shares Jump After 12-Month NMIBC Data; Company Moves Toward Phase 3 and Raises Capital

Interim Phase 2 results for NDV-01 show high complete response rates and a favorable safety profile; a $160 million PIPE is slated to close in March 2026

By Priya Menon RLMD
Relmada Shares Jump After 12-Month NMIBC Data; Company Moves Toward Phase 3 and Raises Capital
RLMD

Relmada Therapeutics' stock climbed 25% after the company published 12-month interim results from its Phase 2 study of NDV-01 in high-risk non-muscle invasive bladder cancer. The data show strong complete response rates and no progression to muscle-invasive disease. Relmada outlined plans to begin a registrational Phase 3 program in mid-2026 and announced a private investment in public equity expected to raise approximately $160.0 million.

Key Points

  • Relmada reported a 12-month complete response rate of 76% for NDV-01 in high-risk NMIBC, with 95% of patients achieving complete response at any time.
  • In the BCG-unresponsive subgroup, the 12-month CR rate was 80%, with 94% achieving CR at any time; no patients progressed to muscle-invasive disease or required radical cystectomy.
  • The company plans to initiate the Phase 3 RESCUE registrational program in mid-2026 and announced a PIPE financing expected to raise approximately $160.0 million.

Shares of Relmada Therapeutics, Inc. (NASDAQ:RLMD) rose 25% on Monday after the company released 12-month interim data from its Phase 2 study testing NDV-01 in patients with high-risk non-muscle invasive bladder cancer (NMIBC).

The trial reported a 12-month complete response (CR) rate of 76% across the study population, while 95% of patients achieved a CR at any point during follow-up. In the subgroup identified as BCG-unresponsive, the 12-month CR rate was 80%, with 94% experiencing a CR at any time.

Relmada said no patients in the study progressed to muscle-invasive disease and none required radical cystectomy during the interim observation period. The company also reported no Grade 3 or higher treatment-related adverse events and no treatment-related discontinuations.

Of the 48 patients who received at least one dose of NDV-01, 30 (63%) experienced a treatment-related adverse event. The most commonly reported event was dysuria, occurring in 54% of treated patients. Asymptomatic positive urine culture and hematuria were each reported in 8% of patients.

Looking ahead, Relmada intends to move NDV-01 into the Phase 3 RESCUE registrational program in mid-2026. The company plans to pursue two development pathways within that registrational effort - second-line treatment for BCG-unresponsive NMIBC and adjuvant therapy in intermediate-risk NMIBC.

Relmada provided market estimates tied to those pathways, saying the intermediate-risk NMIBC population affects roughly 75,000 patients annually in the United States, and that BCG-unresponsive NMIBC with carcinoma in situ impacts about 5,000 patients per year.

In conjunction with the release, the company disclosed a private investment in public equity (PIPE) financing expected to generate gross proceeds of approximately $160.0 million. Relmada is offering 29,474,569 shares of common stock at $4.75 per share, and pre-funded warrants to purchase 4,210,527 shares at $4.749 per warrant. The financing is expected to close on or about March 11, 2026. Jefferies, Leerink Partners, Piper Sandler and Mizuho are serving as placement agents for the transaction.


Contextual note - The results and financing details above reflect the company's announced interim data and planned capital raise. The Phase 3 RESCUE program timing is described as mid-2026 and the PIPE closing is described as on or about March 11, 2026 in the company's disclosures.

Risks

  • The reported interim data are based on 48 patients who received at least one dose, a relatively small sample size that may limit certainty around longer-term outcomes - impacts biotech and healthcare sectors.
  • The Phase 3 RESCUE program is planned for mid-2026 and the PIPE financing is expected to close on or about March 11, 2026; both timelines are presented as expected and thus carry execution and timing risk - impacts capital markets and biotech financing.
  • Treatment-related adverse events were observed in 63% of treated patients, most commonly dysuria (54%); monitoring for safety outcomes will remain relevant as development progresses - impacts clinical development and regulatory assessment.

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